SPY vs SUPP

SPY vs SUPP
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Quick Verdict

SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricSPYSUPPWinner
Expense Ratio0.09%0.75%
AUM$821.1B$13M
Dividend Yield1.01%0.32%
Holdings50532
YTD Return+14.24%+17.81%
1Y Return+21.71%+20.69%
3Y Return (annualized)+22.10%+17.79%
5Y Return (annualized)+13.21%-
Volatility (annualized)15.3%19.5%
Max Drawdown-56.5%-25.3%
Fund FamilyState Street Investment ManagementTCW ETFs
CategoryEquityEquity
InceptionJan 22, 1993Feb 14, 2023

SPY vs SUPP Performance

State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and TCW Transform Supply Chain ETF (SUPP) is a ETF from TCW ETFs. Over the past year SPY returned +21.71% while SUPP returned +20.69%. Year to date, SPY is up 14.24% versus a gain of 17.81% for SUPP.

Over three years, SPY compounded at +22.10% per year against +17.79% for SUPP. Across the full 4-year window we track, SUPP has the edge at +16.25% annualized vs +8.86%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SUPP has been the more volatile fund, with annualized monthly volatility of 19.5% compared with 15.3% for SPY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -56.5% for SPY and -25.3% for SUPP. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SPY charges 0.09% per year while SUPP charges 0.75%. On a $10,000 position that is $9 vs $75 annually, a gap of $66 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 0.32% for SUPP.

Holdings Overlap

16.1%overlap

SPY and SUPP share 14 holdings out of 519 unique holdings combined, representing a 16.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SPYWeight in SUPPDifference
NVDA7.71%7.62%0.09%
AMZN4.08%4.97%0.89%
LRCX0.60%5.83%5.23%
ETNProProPro
TDGProProPro
AVGOProProPro
MLMProProPro
TTProProPro
CATProProPro
CSXProProPro
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Frequently Asked Questions

Which is cheaper, SPY or SUPP?

SPY has an expense ratio of 0.09% while SUPP charges 0.75%. SPY is the cheaper option. On a $10,000 investment, that is $66 per year of difference.

Which performed better, SPY or SUPP?

Over the past year SPY returned +21.71% vs +20.69% for SUPP, so SPY leads on 1-year performance. Over the longest common window we track (4 years), SPY annualized +8.86% vs +16.25% for SUPP. Past performance does not guarantee future results.

Which is riskier, SPY or SUPP?

SUPP has been the more volatile fund at 19.5% annualized versus 15.3% for SPY. Worst drawdown: SPY -56.5% vs SUPP -25.3%.

Should I hold both SPY and SUPP?

SPY and SUPP have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SPY and SUPP?

SPY and SUPP share 14 common holdings with a 16.1% weight overlap. Combined, they hold 519 unique securities.

Which pays a higher dividend, SPY or SUPP?

SPY yields 1.01% while SUPP yields 0.32%, so SPY currently pays the higher dividend yield.

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